Analyze Payables window—Purchase Detail view

The Analyze Payables window enables you to view detailed information about the vendors you owe money to and how long you’ve owed it to them. The information in this window is based upon the selections you made in the Aging Periods fields of the Reports & Forms view of the Preferences window and the entries you make in the filter for this window.

This analysis is based upon all bills and payments recorded in your company file. If you want to analyze your payables as of a past date, use the Payables Reconciliation report.

The window has three views. It displays a different level of detail depending on which view is selected. The Purchase Detail view displays all the transactions assigned to a single purchase.

Field Descriptions

Select view

■	Summary. Select this option to display all the money that you owe to vendors, totaled by vendor.

■	Vendor Detail. Select this option to display all the money that you owe to a single vendor. Click the arrow to the right of this field to display a list of vendors, and then select the vendor’s name.

■	Purchase Detail. Select this option to display all the transactions assigned to a single purchase. Click the arrow to the right of this field to display a list of purchases, and then select the relevant purchase.

Analysis: Bill Date (or Bill Terms) column

The purchase number and the date assigned to the purchase displayed at the top of the window. To view a transaction in the window in which it was originally entered, click the zoom arrow next to the transaction's ID number.

Card ID column

The Card ID number associated with each vendor.

Total column

The outstanding balance for each purchase.

Aging columns

These columns display the number of days since the amount in the Total column has been due or the number of days since the purchase date, depending on whether you have chosen to calculate aging based on bill terms or date in the filter.

The aging periods are based upon the selections you made in the Aging Periods fields of the Reports & Forms view of the Preferences window.

Total

The grand totals of the Total column and each of the Aging columns.

Print

Click to print the Bill Transactions report.

Filters

Click to open the Aging Date window, where you can change the type of information that’s displayed in this window.

Close

Click to close this window.

Tips for this window

Related Topics

■	Reviewing your purchases information